Defense
Commented by André Will-Laudien on July 4th, 2025 | 07:30 CEST
Almonty fires up the turbo: Reaching new heights with tungsten and foresight
Almonty Industries (TSX: AII; WKN: A1JSSD; ISIN: CA0203981034; EUR 2.75) is set to become a key player in strategic raw material security in 2025, and with good reason. Despite a fourfold increase in its share price and a market value of over CAD 1.2 billion, the story is far from over. Of particular concern are the intensifying international tensions between the power blocs of the US, Europe, and China, which show no signs of easing. At recent summit meetings, it became clear that neither side is willing to make concessions, even on minor issues. Tariffs, inflation, high debt, and a dire supply situation on the commodity markets are further exacerbating the political rifts between East and West. At the center of this storm are commodity producers and industrial buyers who depend on stable supply chains. Here is an update on our top pick: Almonty Industries.
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Commented by Fabian Lorenz on July 4th, 2025 | 07:00 CEST
Over 100% gains! Better than RENK and DroneShield shares? NATO contract for drone insider tip: Volatus Aerospace!
Changing of the guard for defense stocks? While RENK shares have lost more than 20% in recent weeks, drone specialists DroneShield and Volatus Aerospace have exploded. Volatus remains relatively inexpensive. Now, the Company has also secured a NATO contract. In terms of valuation, the Canadians remain something of a hidden gem – their peer group is valued significantly higher. That includes DroneShield. The Australians are now valued at more than AUD 2 billion. Admittedly, their pipeline is also impressive. In addition to the drone revolution, a lot of money continues to flow into tanks and other armored vehicles. The German Armed Forces alone plans to procure thousands of new vehicles. RENK wants a large slice of the billion-dollar pie and is investing EUR 500 million. Does this mean the consolidation is now over?
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Commented by Nico Popp on July 3rd, 2025 | 07:00 CEST
Unparalleled expertise in tungsten: Why Almonty Industries is in pole position
For around ten years, Almonty Industries has been synonymous with tungsten sourced from geopolitically stable regions. In just a few weeks, the massive Sangdong mine in South Korea will go into production, making the world significantly less dependent on tungsten from China. The market is rewarding this – Almonty's share price is now approximately 300% higher than it was six months ago. But outstanding mining projects, good timing, and even a bit of luck are not enough to explain Almonty's unique market position: the Company has a wealth of experience and know-how that is unmatched - and in the case of tungsten, which is considered challenging to mine and process, this will continue to make the difference for many years to come.
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Commented by Mario Hose on July 1st, 2025 | 09:25 CEST
Why Almonty Industries could become the BioNTech of critical metals
Between 2019 and 2021, investors in BioNTech witnessed a prime example of how a strategically relevant product – in this case, the COVID-19 vaccine – became a real stock market rocket thanks to government pressure, political support, and high public expectations. During this period, the share price rose from less than EUR 12.00 to over EUR 397.00. Those who invested early and were patient were able to achieve returns of over 3,200%. The decisive driver was not only technological innovation but also the government's determination to have the population vaccinated multiple times, which secured massive revenues for BioNTech. Today, a strikingly similar scenario is emerging with Almonty Industries (WKN: A1JSSD | ISIN: CA0203981034 | Ticker symbol: ALI) – only this time it is not about vaccines, but about the strategic raw material tungsten, which is indispensable for defense, aerospace, electronics, and mechanical engineering.
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Commented by Stefan Feulner on July 1st, 2025 | 07:10 CEST
Rheinmetall, Antimony Resources, Xiaomi – Right on trend
Although the air is getting thinner due to high valuations, especially on the US stock markets, the major indices are still striving for new highs, with the NASDAQ-100 technology exchange even climbing to another all-time high of over 22,660 points. In addition to popular defense stocks, companies involved in the production of critical metals are also trending strongly. In addition to tungsten producer Almonty Industries, another yet unknown player could soon be making a breakthrough.
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Commented by André Will-Laudien on July 1st, 2025 | 07:05 CEST
Innovation meets prevention: The next generation of security technologies from Volatus Aerospace
The world is in turmoil! Geopolitical conflicts, tensions between power blocs, and growing security requirements are straining public budgets and presenting governments and authorities worldwide with complex challenges. With the increasing use of digital solutions, human error must be minimized and excessive working hours reduced. This requires sophisticated technology to protect highly sensitive infrastructure such as energy, transportation, defense, and communications. As a rule, this infrastructure must be efficiently monitored and maintained for maintenance and liability reasons. In the digital age, every security-related decision is based on a foundation of data: high-resolution, up-to-date, and reliable. The regular collection and intelligent analysis of this data is essential for public institutions as well as for military applications. Volatus Aerospace (TSX-V: FLT; WKN: A2JEQU; ISIN: CA92865M1023) has its finger on the pulse!
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Commented by Fabian Lorenz on June 30th, 2025 | 07:15 CEST
Buy cleantech stock dynaCERT, or go with Steyr Motors, Deutz - or perhaps Rheinmetall and Nel?
Rheinmetall is the clear leader in the defense sector. However, its stock has already performed very well. It is worth taking a look at second-tier candidates such as Steyr Motors and Deutz. The former has just strengthened its sales in the US. Analysts believe Deutz shares could break through the EUR 10 mark. And in the hydrogen sector? Old favorites Nel ASA and Plug Power are fighting for survival. Analysts see potential for growth at dynaCERT. The hydrogen-based retrofit kit for heavy-duty diesel engines saves customers money and allows them to sell emission certificates. With new German management, sales efforts in Europe are currently being ramped up. Revenues could nearly double within a year. And the stock?
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Commented by Fabian Lorenz on June 27th, 2025 | 07:00 CEST
Almonty Industries shares EXPLODE! Rheinmetall, Renk, and Hensoldt left in the shadows!
Almonty Industries' share price has gained over 20% in recent days. On its current home exchange in Toronto, the market capitalization has now surpassed the important CAD 1 billion mark. The upcoming IPO on the NASDAQ is a contributing factor to the price surge, but there are many other reasons! The shares of what will soon be the largest tungsten producer outside China are in a perfect storm of positive momentum. The 5% defense spending target agreed upon by NATO countries is also pushing the stock higher. The shares still appear to be an attractive buy. Analyst price targets have not yet been reached and are likely to be raised soon. Almonty currently overshadows Rheinmetall, Renk, and Hensoldt – and rightly so.
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Commented by Fabian Lorenz on June 26th, 2025 | 07:35 CEST
Sensational news drives shares: RENK, BYD, and Desert Gold
A major announcement from Desert Gold: the gold explorer has secured another exciting project. In an interview, the CEO expressed strong optimism. The new asset offers synergies with the Company's existing mega-project, which is nearing a PEA. The goal is to become a gold producer by 2026 - significantly increasing the likelihood of a takeover. RENK & Co. benefited yesterday from the NATO meeting and a cheerful Donald Trump. The confirmation of the 5% target for defense spending caused defense stocks to rise. In contrast, BYD shares remain weak. The Chinese are rushing from one sales record to another – or were they rushing? Because they seem to be falling victim to their own strategy. Investors are fleeing.
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Commented by Armin Schulz on June 26th, 2025 | 07:15 CEST
NATO's 5% target: Why Almonty Industries' mega mine and NASDAQ listing are a perfect fit for investors
Geopolitical conflicts and trade restrictions are making it increasingly difficult to source critical raw materials. Western companies in the high-tech and defense sectors are particularly struggling with scarce supplies and increasingly stringent export controls. With NATO's new 5% defense spending target, the battle for raw materials such as tungsten, which are essential for defense equipment, is set to gain further momentum. As a result, the demand for independent suppliers and the need for reliable partners with sufficient capacity is growing. Almonty Industries has already established a unique profile as a tungsten producer, with assets ranging from mines in Europe to the upcoming commissioning of a mega deposit in South Korea.
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